Bloomberg Businessweek

The people, companies and trends shaping the global economy. Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACFNvidia’s investigation into Chief Executive Officer Jensen Huang’s affair with an alleged Chinese spy raises a series of once-unthinkable questions, including whether the man at the center of the AI boom is at risk of losing his job. Nvidia makes chips that are crucial to AI computing equipment and is one of the world’s most valuable businesses. Turmoil within the company risks reverberating through the broader industry.On today’s episode: Ian King, Bloomberg News US Semiconductor Reporter Dave Lee, Bloomberg Opinion Columnist Rachel Metz, Bloomberg News AI Reporter Lynn Martin, NYSE Group President See omnystudio.com/listener for privacy information.

The people, companies and trends shaping the global economy. Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACFFor months, investors have been worrying about a long list of risks to the gravy train of artificial intelligence spending. This week, they hit the panic button.Fears of the worst-case scenario for the AI trade kicked in after the US midterm elections on Tuesday, in which Democrats secured majorities in the Senate and House of Representatives and won control of state houses and governor’s mansions across the country. Many of the winning candidates ran on anti-AI platforms, raising the possibility that the development of data centers could grind to a halt in many places. For more, we speak with Sarah Frier, Bloomberg News Big Tech Team Leader.See omnystudio.com/listener for privacy information.

The people, companies and trends shaping the global economy. Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACFA rebound in chipmakers propped up the stock market as dip buyers emerged despite economic data that reinforced speculation the Federal Reserve will boost rates in December. Technology stocks staged a sharp recovery, but whether that holds is another matter. Meantime, President Trump said he was tapping longtime aide Stephen Miller as his new chief of staff and that Susie Wiles will move to his political operation, shaking up his White House team days after a devastating midterm result.On today's episode: Jeff Mason, Bloomberg Washington Correspondent & Kailey Leinz, 'Balance of Power' Co-Host Seth Fiegerman, Bloomberg News AI Editor Max Chafkin, Bloomberg Businessweek Senior Reporter Brad Loftus, Senior Partner at BCG See omnystudio.com/listener for privacy information.

Featuring some of our favorite conversations of the week from our daily radio show "Bloomberg Businessweek Daily."Hosted by Carol Massar and Tim StenovecHear the show live at 2PM ET on WBBR 1130 AM New York, Bloomberg 92.9 FM Boston, WDCH 99.1 FM in Washington D.C. Metro, Sirius/XM channel 121, on the Bloomberg Business App, Radio.com, the iHeartRadio app and at Bloomberg.com/audio.You can also watch Bloomberg Businessweek on YouTube - just search for Bloomberg Global News.Like us at Bloomberg Radio on Facebook and follow us on Twitter @carolmassar @timsteno and @BWSee omnystudio.com/listener for privacy information.

The people, companies and trends shaping the global economy. Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF Michael Stivala, President & CEO at Suburban Propane, discusses growing demand from data centers looking for reliable alternative power sources. He explains why propane can support smaller data-center projects in the one-to-10-megawatt range and how distributed energy could help address growing pressure on the electric grid. Stivala speaks to hosts Carol Massar & Tim Stenovec.See omnystudio.com/listener for privacy information.

The people, companies and trends shaping the global economy. Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF A post-election slide in chipmakers snowballed as investors bailed from technology shares on speculation that congressional Democrats will clamp down on the artificial-intelligence industry. What started as a rotation out of semiconductor stocks morphed into a broad rout, with all 11 sectors in the S&P 500 Index in the red. Traders caution against interpreting the broader market moves as a fundamental shift in investor preferences.On today's episode: Eric Weiner, Bloomberg News Senior Editor Ira Jersey, Bloomberg Intelligence Chief US Rates Strategist Timna Tanners, Wells Fargo Metals & Mining Analyst Tim O'Brien, Bloomberg Opinion Senior Executive Editor See omnystudio.com/listener for privacy information.

The people, companies and trends shaping the global economy. Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACFFollowing Tuesday's dominant electoral showing, Democrats are likely to press regulators and companies about the prediction market industry, which has rocked the sports betting world and spurred a legal fight with states that could end up at the US Supreme Court. However, the industry itself had a strong showing of its own on Election Night, with its real-time betting odds providing an accurate read on the political landscape. For more, we speak with Nicole Kagan, Researcher at Kalshi.See omnystudio.com/listener for privacy information.

The people, companies and trends shaping the global economy. Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACFRiding a tide of voter angst, Democrats swept into power in Congress, with outrage over the cost of living and the war in Iran leading to a thundering rebuke of President Donald Trump and his party just two years after his dominant White House comeback. In a seismic political shift, Democrats’ strength suggested a breakdown of the coalition that delivered Trump a second term. The election results threaten to slow the pace of the AI infrastructure buildout, with policymakers potentially turning up the heat on increasingly unpopular data center projects.On today's episode: Joe Mathieu, Bloomberg 'Balance of Power' Co-Host Brody Ford, Bloomberg News Tech Reporter Nathan Dean, Bloomberg Intelligence Senior US Policy Analyst Joe Lovinger, Bloomberg News Texas Reporter See omnystudio.com/listener for privacy information.

The people, companies and trends shaping the global economy. Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACFMany voters are giving President Donald Trump poor marks for his handling of the cost of living, and inflation is still high, which is the number that ultimately is more important to them. On affordability and the pricing behaviors of some businesses, Bloomberg’s Max Chafkin recently reported on the left-leaning nonprofit. Groundwork Collaborative, that’s focused on what it calls “surveillance pricing” -- the idea that retailers might charge customers different prices for items in stores and online based on all the data the companies have collected about them. Chafkin and Groundwork Collaborative CEO Lindsay Owens join to discuss.See omnystudio.com/listener for privacy information.

The people, companies and trends shaping the global economy. Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACFThe midterm elections have already set a record as the most expensive in US history, exceeding even the 2024 presidential race. Total spending on campaign ads this year is projected to surpass $12 billion, while more than 57 million Americans cast their ballots early. Voters say they are frustrated by the high cost of living, fuel prices that spiked after the launch of the Iran war, and uncertainty over where their jobs and the world’s largest economy are headed in the age of AI.On today's episode: Rick Davis, Partner at Stonecourt Capital & Bloomberg Politics Contributor Bill Allison, Bloomberg News Campaign Finance Reporter Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst Wayne Sanders, Bloomberg Intelligence Senior Defense Analyst See omnystudio.com/listener for privacy information.